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As public market enthusiasm for artificial intelligence continues to drive tech valuations higher, market analysts are pointing to historical parallels like the dot-com crash to evaluate the risks of a potential speculative bubble.
Rising calls from AI executives to slow the development of frontier models have rattled financial markets, raising concern over whether massive infrastructure investments can deliver near-term profits.
Options traders are prioritizing risks surrounding the rapid artificial intelligence infrastructure buildout over Federal Reserve rate decisions, with equity volatility spiking on semiconductor pullbacks.
